WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
-$695K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$427K
2
+$318K
3
+$294K
4
VTRS icon
Viatris
VTRS
+$259K
5
NEE icon
NextEra Energy
NEE
+$237K

Top Sells

1
+$642K
2
+$448K
3
+$447K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$434K
5
META icon
Meta Platforms (Facebook)
META
+$291K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
94
752
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+19
753
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+26
754
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755
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+100
756
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+150
757
$2K ﹤0.01%
72
758
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14
759
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760
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761
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762
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763
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12
764
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13
-12
765
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37
766
$2K ﹤0.01%
6
767
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136
768
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769
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+31
770
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+42
771
$2K ﹤0.01%
300
772
$2K ﹤0.01%
+70
773
$2K ﹤0.01%
+47
774
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+10
775
$2K ﹤0.01%
52
29 30
31
32 33